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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,515 | $176,077-48.0% | $159,455-42.6% | $167,518-45.4% |
| Participation rate | 69.2% | 84.9%-15.7pp | 82.8%-13.6pp | 82.1%-12.9pp |
| Annual return | 13.75% | 331.83%-318.1pp | 263.63%-249.9pp | 478.71%-465.0pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,962 | $7,751+15.6% | $7,353+21.9% | $6,342+41.3% |
| Admin fee / account holder | $24,080 | $12,556+91.8% | $10,800+123.0% | $12,312+95.6% |